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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 946K followers
Created: 2025-07-09 15:20:36 UTC

This would come with a US economy that is already growing at +3.8% YoY.

As a result, we would expect to see a resurgence in CPI inflation, likely exceeding 5%.

And, while it would initially send stocks higher as seen in March 2020, there's no such thing as "free money."

![](https://pbs.twimg.com/media/GvbEicNXYAAJ5Fi.png)

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**Related Topics**
[money](/topic/money)
[stocks](/topic/stocks)
[inflation](/topic/inflation)

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